Bernie Clark

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  Schwab’s Clark to SEC: Don’t Link Fiduciary and Harmonization

  By Melanie Waddell, AdvisorOne  |  June 6, 2013

  As the SEC continues to gather data for a fiduciary rule, Bernie Clark of Schwab Advisor Services says Schwab’s mission is to ensure that a fiduciary rule is not coupled with harmonization of broker and advisor rules.

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  Advisors, Start Preparing Now for the Post-Boomer World

  By Ellen Uzelac  |  May 28, 2013

  After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.

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  The 2013 IA 25 Slideshow: CEOs

  By Editorial Staff  |  May 27, 2013

  As the leaders of major firms in the industry, these people could be fairly called the epicenter of influence.

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  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.

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  The 2013 IA 25 Special Report

  By Editorial Staff  |  April 29, 2013

  With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Schwab’s Bettinger and Clark Address the Present and Future

  By James J. Green, AdvisorOne  |  December 21, 2012

  The last time Walt Bettinger sat down for an interview with Investment Advisor during a Schwab Impact conference, it was 2008 and the financial crisis was front and center.

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  Schwab Names 3 RIA Firms as Impact Award Winners for 2012

  By James J. Green, AdvisorOne  |  November 15, 2012

  Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.

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  Clark at Schwab Impact: RIAs’ Competitors ‘Want What You Have’

  By James J. Green, AdvisorOne  |  November 14, 2012

  On day one of Schwab Impact, the head of Schwab’s RIA custody unit ticks off new initiatives on succession planning, Washington advocacy, referrals.

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  Schwab Tweets to Talk Up RIA Concerns Ahead of Impact 2012

  By Joyce Hanson, AdvisorOne  |  November 9, 2012

  Just days ahead of Schwab Impact 2012, Schwab Advisor Services is using its Twitter feed for RIAS to talk up the Nov. 13-16 conference in Chicago.